ETF report: Portfolio Forecast VN30 Q3.2026

HOSE will officially announce the constituent list of the VN30 Index on July 15, 2026, with changes taking effect on August 3, 2026. The key changes in this upcoming announcement compared to the previous update are as follows:

Regarding constituent changes, TPB and PLX are likely to be removed from the index and replaced by MCH and TCX, primarily due to their lower market capitalization rankings.

Following the review, FPT is expected to remain the highest-weight constituent of the VN30 Index at the maximum single-stock weight of 10%, followed by HPG (8.93%) and VIC (7.82%).

VIC is expected to record the largest weight reduction in this review due to the 15% aggregate weight cap applicable to related companies. Based on our estimates, MCH and FPT are projected to be the largest net-buy, with estimated net purchases of VND 384 billion and VND 164 billion, respectively. On the other hand, VIC (estimated net sell value of VND 188 billion) and VRE (VND 97 billion) are expected to experience the largest net selling by funds.